Knowledge Base

Default Settings – Quotes Valid Until

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• 1465

Default Settings – FOB & Completed Method

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• 1097

Default Settings – Relationship, Source, & Est. Lead Time

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• 1139

Default Settings – Payment Terms & Pricing Level

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• 1154

Setting default Sales Rep & Project Managers for all new records

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• 1155

Triggered Transaction Emails

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• 1204

Localization Settings

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• 1068

File Approval Work Order Settings

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• 1666

File Approval Quotes Settings

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• 3333

Setting Default Work Order Times

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• 1354